This Government Contract opportunity from California was posted on May 29, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.
Investment Policy & Strategy Development
Contract Overview
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AI Contract Overview
The contract involves the development and periodic updating of the Investment Policy Statement (IPS), which serves as a foundational document guiding the management of investment portfolios. Key responsibilities include defining strategic asset allocation frameworks that align with the Deferred Compensation Plan (DCP) objectives, ensuring that investment decisions support long-term financial goals. Additionally, the contract requires establishing governance structures that provide oversight and maintain adherence to the policy, thereby promoting transparency and accountability within the investment process. This subcontract opportunity, posted on May 29, 2026, is managed by the California Personnel agency and is set for performance in Los Angeles. Interested parties must submit their responses by July 16, 2026. The contract falls under the NAICS code 541611, which encompasses administrative management and general management consulting services. Although specific contact details and set-aside provisions are not provided, the solicitation is accessible for review and response via the designated online platform.
General Info
Agency
Place of Performance
Los Angeles, CA, USASet-Aside
Documents
This scope was carved out of 228826.
The full solicitation package (12 documents), including the RFP, is on the prime solicitation, not on this scope.
Deferred Compensation Plan (DCP) Investment Consulting Services
AI Contract Breakdown
Uniform Contract FormatNo documents to break down
The breakdown needs solicitation documents. None were found from this contract's source.
Timeline
Submission Closed
Organization & Contact Information
Full Description
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